Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.66%
2 NEWZ 3.54%
3 RNDV 3.35%
4 BOUT 3.11%
5 SPDV 2.91%
6 BKC 2.76%
7 IDAT 2.26%
8 QQQN 2.12%
9 DDIV 1.99%
10 SPYD 1.89%
11 DVYL 1.80%
12 QQJG 1.73%
13 SDOG 1.72%
14 GURU 1.66%
15 WDIV 1.61%
16 UPGD 1.52%
17 RYJ 1.50%
18 RYT 1.49%
19 PTF 1.45%
20 RDIV 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.97M (13.27%) 1.81M
Increased by +6.49%
Dec 31, 24
2 JPMorgan Chase & Co 16.76M (7.95%) -28.54M
Decreased by -170.32%
Dec 31, 24
3 Sanders Capital, LLC 16.53M (7.84%) 162.56K
Increased by +0.98%
Dec 31, 24
4 Capital Research Global Investors 15.62M (7.41%) 5.64M
Increased by +36.11%
Dec 31, 24
5 BlackRock Inc 13.56M (6.44%) -350.13K
Decreased by -2.58%
Dec 31, 24
6 State Street Corp 8.71M (4.13%) 203.97K
Increased by +2.34%
Dec 31, 24
7 State Street Corporation 7.85M (3.72%) -1.72M
Decreased by -21.87%
Mar 31, 24
8 Valueact Holdings, L.p. 7.69M (3.65%) -5.75M
Decreased by -74.80%
Sep 30, 23
9 FMR Inc 6.66M (3.16%) -1.81M
Decreased by -27.23%
Dec 31, 24
10 Bank of America Corp 4.64M (2.20%) 57.78K
Increased by +1.24%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 4.59M (2.18%) 186.57K
Increased by +4.06%
Dec 31, 24
12 Geode Capital Management, LLC 4.30M (2.04%) 132.71K
Increased by +3.09%
Dec 31, 24
13 Wellington Management Company LLP 4.01M (1.90%) -334.41K
Decreased by -8.35%
Mar 31, 24
14 Slate Path Capital LP 3.44M (1.63%) 363.03K
Increased by +10.54%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 3.15M (1.50%) -352.66K
Decreased by -11.19%
Sep 30, 24
16 Amvescap Plc. 2.76M (1.31%) 352.30K
Increased by +12.76%
Dec 31, 24
17 Goldman Sachs Group Inc 2.33M (1.11%) -1.50M
Decreased by -64.45%
Dec 31, 24
18 NORGES BANK 2.21M (1.05%) 459.64K
Increased by +20.78%
Dec 31, 23
19 Citadel Advisors Llc 2.16M (1.02%) 1.98M
Increased by +91.90%
Sep 30, 23
20 Massachusetts Financial Services Company 2.02M (0.96%) -389.46K
Decreased by -19.27%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.68M (3.17%) 9.75K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 5.86M (2.78%) 35.66K
Increased by +0.61%
Feb 28, 25
3 Fidelity® Low-Priced Stock 5.05M (2.40%) 0.00
Increased by 0.00%
Sep 30, 23
4 American Funds Capital World Gr&Inc A 4.65M (2.21%) 2.83M
Increased by +60.87%
Dec 31, 24
5 Capital Group World Growth & Inc Cmp 4.65M (2.21%) 2.83M
Increased by +60.87%
Dec 31, 24
6 American Funds Income Fund of Amer A 4.57M (2.17%) 1.44M
Increased by +31.61%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 4.57M (2.17%) 19.44K
Increased by +0.43%
Feb 28, 25
8 American Funds Capital Income Bldr A 4.17M (1.98%) 781.82K
Increased by +18.75%
Dec 31, 24
9 JPM US Equity Income-MA 4.10M (1.95%) 4.10M
Increased by +99.90%
Sep 30, 23
10 JPM US Equity Income-Composite 3.78M (1.79%) -48.27K
Decreased by -1.28%
Dec 31, 24
11 JPMorgan Equity Income I 3.78M (1.79%) 0.00
Increased by 0.00%
Jan 31, 25
12 Vanguard Windsor™ II Inv 3.47M (1.65%) 0.00
Increased by 0.00%
Dec 31, 24
13 Delaware Ivy Science and Technology C 3.26M (1.55%) 0.00
Increased by 0.00%
Oct 31, 24
14 Ivy Science/Technology Composite 3.26M (1.55%) -22.63K
Decreased by -0.69%
Sep 30, 24
15 Macquarie Science and Technology C 3.26M (1.55%) 0.00
Increased by 0.00%
Nov 30, 24
16 AZ InvestEd Ivy Science & Tech E 3.25M (1.54%) 0.00
Increased by 0.00%
Jan 31, 25
17 Macquarie Science and Technology 3.25M (1.54%) -3.89K
Decreased by -0.12%
Dec 31, 24
18 Fidelity 500 Index 2.64M (1.25%) 11.64K
Increased by +0.44%
Jan 31, 25
19 SPDR® S&P 500® ETF Trust 2.61M (1.24%) -19.34K
Decreased by -0.74%
Feb 28, 25
20 iShares Core S&P 500 ETF 2.48M (1.18%) -125.00
Decreased by -0.01%
Feb 28, 25